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MassMutual Private Wealth & Trust’s Safe Bulkers SB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.58K Buy
567
+499
+734% +$3.33K ﹤0.01% 1802
2026
Q1 		$430 Sell
68
-9
-12% -$53 ﹤0.01% 2251
2025
Q4 		$371 Sell
77
-382
-83% -$1.81K ﹤0.01% 2275
2025
Q3 		$2.04K Hold
459
– – ﹤0.01% 1978
2025
Q2 		$1.66K Sell
459
-572
-55% -$2.05K ﹤0.01% 2009
2025
Q1 		$3.8K Buy
1,031
+572
+125% +$2.08K ﹤0.01% 1700
2024
Q4 		$1.64K Buy
+459
New +$1.92K ﹤0.01% 1886
2024
Q3 		– Sell
-112
Closed -$652 – 2244
2024
Q2 		$652 Buy
112
+58
+107% +$312 ﹤0.01% 1919
2024
Q1 		$268 Buy
+54
New +$238 ﹤0.01% 1956

Other funds holding SB

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust's SB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Safe Bulkers (SB) stake by 734% in Q2 2026, buying an estimated $3.33K and bringing the position to 567 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

MassMutual Private Wealth & Trust first reported a position in SB in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.8K in Q1 2025. 30 funds tracked by Wall St. Rank hold SB as of Q2 2026.

  • MassMutual Private Wealth & Trust held 567 shares of Safe Bulkers worth $3.58K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 499 Safe Bulkers shares in Q2 2026, an estimated $3.33K.
  • Safe Bulkers made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1802 holding.
  • MassMutual Private Wealth & Trust first reported a position in Safe Bulkers in Q1 2024 and has held it in 9 quarters since.
  • MassMutual Private Wealth & Trust's Safe Bulkers position peaked at $3.8K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.